Margarita Patron
Riverside,CA
Summary
Expert in sales strategies and mentoring, achieving significant growth in sales performance. Bilingual in Spanish, I leverage excellent communication and problem-solving skills to enhance customer loyalty and drive results. Skilled in identifying client needs and providing tailored solutions that drive customer satisfaction and retention. Demonstrated expertise in relationship-building.
Overview
19
19
years of professional experience
Work History
Small Business Consultant
Bank Of America
04.2018 - Current
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Generated new business leads by cold calling, referrals from satisfied customers, and proactive outreach efforts.
- Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client's unique needs.
- Delivered customized lending solutions to help small businesses achieve their short-term and long-term objectives.
Relationship Manager
Bank Of America
01.2011 - 01.2016
- Coach co-workers to successfully recognize customers financial needs.
- Identified opportunities for sales growth, successfully promoting banking products to prospective customers.
- Enhanced customer satisfaction and sales productivity by providing personalized financial solutions and expert advice.
- Delivered customized lending solutions to consumers and small business achieve their short-term and long-term objectives.
- Constantly work with partners to fulfill customers financial needs
Personal Banker
Wells Fargo
01.2008 - 01.2011
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conduct branch sales meetings and follow up on performance base on the meeting topics
- Train new hire employees
- Achieved consistent recognition as top sales performer.
- Track banking center performance day to day and communicate and inspire team to focus on specific targets to achieve a balance performance
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
Store Manager
Cingular Wireless
01.2006 - 01.2008
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Education
High School Diploma -
Corona High School
Corona, CASkills
- Team Building Leadership
- Organization and Time Management
- Problem-solving abilities
- Dependable and Responsible
- Excellent Communication
- Client Solution Advisory
- Pipeline Management
- Fluent in Spanish
- Able to deepen customers relationships
- Task prioritization
Timeline
Small Business Consultant
Bank Of America
04.2018 - Current
Relationship Manager
Bank Of America
01.2011 - 01.2016
Personal Banker
Wells Fargo
01.2008 - 01.2011
Store Manager
Cingular Wireless
01.2006 - 01.2008
High School Diploma -
Corona High School
Similar Profiles
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Scott PetersenScott Petersen
Mortgage Loan Originator/Loan Structure Specialist at Bank of AmericaMortgage Loan Originator/Loan Structure Specialist at Bank of America
Andre S. ElphicAndre S. Elphic
Financial Center Assistant Manager at Bank of AmericaFinancial Center Assistant Manager at Bank of America
Tommy TranTommy Tran
Material Handler Team Lead at Complete Coach WorksMaterial Handler Team Lead at Complete Coach Works